Gail Van Patten is a Series 66-registered financial advisor with Edward Jones in Nampa, Idaho, with four years of industry experience. Her work history includes multiple positions at Edward Jones as well as roles in education and other industries. Outside of her advisory work, she is a co-owner of a small farm at her primary residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Christopher Selvar is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has been with Raymond James since 2017 and previously worked at Goldbloom Wealth Management, LLC. Selvar is also involved as a financial planner with Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Denise Book Hernandez is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has held her current role at Raymond James since 2011. Her credentials include Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michelle Cady is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and associated with Cambridge Investment Research, Inc. since 2001. Outside of her advisory role, she is an independent insurance agent for various companies through CADY Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Wendy Larson is a financial advisor with Primerica Advisors in Meridian, Idaho, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Primerica Advisors since 2020 and held various positions within the Brigham Young University system from 2015 to 2020. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports clients with trade execution and custody services through established financial institutions.

Philip Elliott is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at OSAIC and SagePoint Financial. Outside of his advisory role, he is involved with non-investment entities such as PE Financial, Inc. and P & R Capital, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Ann Smith is a Series 66-licensed financial advisor with Edward Jones in Caldwell, ID, bringing four years of industry experience. She previously held positions at Edward Jones from 2007 to 2021 and resumed her current role in 2021. Outside of her advisory work, she owns Smith Performance Horses, an agricultural business involved in riding and trading horses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing over $1 trillion in assets through a large national network of advisors and branches.

Matthew Wade is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Anderson is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Financial and First Interstate Bank, having previously worked at Edward Jones, Western Wealth Management LLC, USAA Financial Advisors, and Wells Fargo Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Chase Di Monda is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in construction and homebuilding companies and operated Specialty Woodwork and Drywall LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Loeffler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole owner of Joe Shield Chill, a manufacturing and sales business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to wealth management, financial planning, and investment strategies.

Micah Wood is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, he owns Summit View Landscape, LLC, a landscaping business based in Garden City, ID. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jesse Woods is a financial advisor with Osaic Wealth, Inc. in Meridian, ID, holding CFP® and Series 66 credentials and bringing six years of industry experience. He previously worked at Lincoln Financial Advisors and is a general partner involved in the back office and marketing activities of a construction company. Additionally, he provides non-securities-related notary services. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and tools, supporting both discretionary and non-discretionary account management.

Julian Sandoval is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles at CBH Homes, Okland Construction, and Fast Glass. He also has experience in education, having worked at Marsing Middle/High School, College of Western Idaho, and Boise State from 2012 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Calvin Barrett Jr. is a CFP®-designated financial advisor with Edward Jones in Meridian, ID, where he has worked since 2005. He has 20 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Amy Jamison is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia Bank. Outside of finance, she is a joint owner of Hanigan Auto Sales, a business located in Emmett, Idaho. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports institutional consulting, and has unique affiliations in municipal and public finance advisory services.

Shawn Ogawa is a financial advisor with LPL Financial in Nampa, Idaho, holding a Series 65 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Legacy Wealth Management, LLC and Great West Casualty Company, and served 14 years with the California Highway Patrol. Outside of financial advising, he is involved in video production and storytelling through his company, The Known Company LLC, which provides legacy preservation projects and corporate videos. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, utilizing various advisory platforms and technology tools alongside a broad scope of non-advisory financial products.

Jon Clark is a Series 66-licensed financial advisor with Edward Jones in Caldwell, Idaho, and has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he serves as a basketball referee for the Idaho High School Activities Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

Christopher Hart is a financial advisor with LPL Financial in Caldwell, Idaho. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, Hart has served as a paralegal and has involvement with a financial solutions firm offering non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset allocation approaches.

Kimberly Monroe is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2007 and also works with Innovage. Monroe operates Monroe and Associates LLC, a related entity, dedicating part of her time to this business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.